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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAG
176
Oakmont Advisory Group
New Mexico
$1.41M +$174K +1,860 +14%
VA
177
VestGen Advisors
Illinois
$1.41M +$1.05M +11,205 +492%
PCA
178
Prosperity Capital Advisors
Ohio
$1.41M -$37.7K -404 -3%
NA
179
NewEdge Advisors
Louisiana
$1.4M -$7.1M -76,014 -83%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$1.36M +$151K +1,619 +12%
SW
181
Simplicity Wealth
New Jersey
$1.34M +$3.17K +34 +0.2%
LFASL
182
Lugano Financial Advisors SA (LFA)
Switzerland
$1.34M
CA
183
Calton & Associates
Florida
$1.33M -$164K -1,753 -11%
GWM
184
Gilpin Wealth Management
Colorado
$1.31M -$47.6K -510 -3%
CRC
185
Curi RMB Capital
Illinois
$1.31M
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$1.29M -$1.55M -16,565 -54%
LCWP
187
Legacy Capital Wealth Partners
Arkansas
$1.26M +$22.5K +241 +2%
IMT
188
Investment Management Trust
Massachusetts
$1.25M +$1.27M +13,620 New
IRC
189
Investors Research Corp
Georgia
$1.24M -$6.91K -74 -0.5%
DADC
190
D.A. Davidson & Co
Montana
$1.24M +$574K +6,145 +84%
MYIA
191
Mount Yale Investment Advisors
Colorado
$1.21M -$93 -1 -0%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$1.21M -$93 -1 -0%
PWMA
193
Pension & Wealth Management Advisors
Massachusetts
$1.2M -$72.5K -777 -6%
P
194
&Partners
Tennessee
$1.2M -$588K -6,301 -33%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$1.19M -$348K -3,729 -22%
AWM
196
AE Wealth Management
Kansas
$1.16M -$401K -4,290 -25%
KIA
197
Kraematon Investment Advisors
Massachusetts
$1.16M -$122K -1,309 -9%
UCFA
198
United Capital Financial Advisors
Texas
$1.14M +$7.28K +78 +0.6%
NJIM
199
Nabity-Jensen Investment Management
Nebraska
$1.14M
PG
200
Patten Group
Tennessee
$1.14M -$1.49K -16 -0.1%